Author: Rodney Hatley

If you read history, you know American independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and as a result, every July 4th we celebrate our nation’s independence. IfREAD MORE

In June we celebrate Father’s Day, honoring dads who devote themselves to raising children and building families. New fathers actively engaged in their children’s lives understand their responsibility to plan for the future. While the idea of parents dying andREAD MORE

Dad’s aging, now what? It’s hard for men to see their fathers age, although the alternative is worse. Dad doesn’t want your help with anything. He can still take care of his finances, drive his own car, and make repairs to theREAD MORE

Here are some important steps you can take to secure your legacy for your family. Congratulations, Dad!  You’ve raised your children, who now have children of their own.  Despite all the obstacles of recent years, the family is thriving.  YouREAD MORE

Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.

Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.

Here are some important parts of your estate plan that should be reviewed.

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.

While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.

These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.